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iShares Core Universal USD Bond ETF

720 hedge funds and large institutions have $32B invested in iShares Core Universal USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 243 increasing their positions, 293 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 60

14% more funds holding in top 10

Funds holding in top 10: 116132 (+16)

9% more funds holding

Funds holding: 663720 (+57)

0.51% more ownership

Funds ownership: 100.4%100.9% (+0.51%)

4% less capital invested

Capital invested by funds: $33.3B → $32B (-$1.33B)

17% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 293

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
9.48%
Holding in Top 10
132
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.79%
% of All Funds
1.74%
New
132
Increased
243
Reduced
293
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
326
Sutton Place Investors
New York
$2.39M -$585K -12,737 -19%
WWM
327
Western Wealth Management
Colorado
$2.39M -$500K -10,904 -17%
MBT
328
Montecito Bank & Trust
California
$2.38M -$12.4K -271 -0.5%
PPC
329
Park Place Capital
Alabama
$2.35M -$1.47M -31,994 -38%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$2.33M -$2.57M -55,972 -52%
KPWG
331
KFA Private Wealth Group
Virginia
$2.27M -$83.9K -1,828 -4%
OAS
332
Optivise Advisory Services
Tennessee
$2.25M -$117K -2,546 -5%
EFG
333
Elios Financial Group
Ohio
$2.25M -$29.2K -636 -1%
HKIMG
334
Hutchens & Kramer Investment Management Group
Indiana
$2.23M -$342K -7,449 -13%
GSEP
335
Golden State Equity Partners
California
$2.16M +$1.09M +23,656 +98%
RFA
336
Resurgent Financial Advisors
Georgia
$2.14M -$59.5K -1,297 -3%
HWM
337
Hobbs Wealth Management
Indiana
$2.13M +$2.16M +47,056 New
SOS
338
Silver Oak Securities
Tennessee
$2.11M +$2.09M +45,591 +4,078%
AFW
339
Avantra Family Wealth
Pennsylvania
$2.1M +$2.13M +46,416 New
NCM
340
Northwest Capital Management
Oregon
$2.08M -$302K -6,590 -13%
ISFAN
341
Investor's Fiduciary Advisor Network
Washington
$2.07M +$2.1M +45,742 New
VPP
342
Vertex Planning Partners
Illinois
$2.06M -$588K -12,809 -22%
JSL
343
JT Stratford LLC
Georgia
$2.05M -$276K -6,018 -12%
WAL
344
W Advisors LLC
Tennessee
$2.02M -$383K -8,346 -16%
PIMG
345
Patriot Investment Management Group
Tennessee
$2.01M
BOC
346
Blue Oak Capital
California
$2M +$2.03M +44,318 New
D
347
Dentgroup
Louisiana
$1.98M +$876K +19,084 +77%
GWP
348
Gen-Wealth Partners
Michigan
$1.97M -$251K -5,460 -11%
GC
349
GatePass Capital
Ohio
$1.96M +$1.99M +43,279 New
HCA
350
Heck Capital Advisors
Wisconsin
$1.95M +$840K +18,307 +74%

IUSB Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2024, worth a combined $32B — down 4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IUSB positions and 60 closed out — a net gain of 72 holders — while 243 added to existing stakes and 293 trimmed.

The largest buyer was BlackRock, adding an estimated $310M. The largest seller was Envestnet Asset Management, cutting an estimated $821M.

  • 720 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2024, up from 663 in Q3 2024.
  • Funds reported $32B of iShares Core Universal USD Bond ETF stock for Q4 2024, down 4% quarter-over-quarter.
  • 132 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2024 and 60 closed out, a net change of +72 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $310M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2024.